Bigin by Zoho CRM + Rocketlane

Create new Rocketlane projects from updated deals in Bigin by Zoho CRM

Simplify your deal management and project updates with this streamlined workflow. Once a deal is updated in Bigin by Zoho CRM, the same details are instantly mirrored in your Rocketlane project. This not only saves you time from manual updating but also ensures consistent alignment between your projects and deals for improved productivity.

Simplify your deal management and project updates with this streamlined workflow. Once a deal is updated in Bigin by Zoho CRM, the same details are instantly mirrored in your Rocketlane project. This not only saves you time from manual updating but also ensures consistent alignment between your projects and deals for improved productivity.

  1. When this happens...
    Bigin by Zoho CRMBigin by Zoho CRM
    Updated Pipeline Record

    Triggers when a pipeline record is updated.

    TriggerInstant
  2. automatically do this!
    RocketlaneRocketlane
    Create Project

    Creates a project.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Instant
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    • OrganizationRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    Trigger
    Instant
    Try It
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About Bigin by Zoho CRM

Bigin is a sales pipeline management software that lets you manage deals, track activities and keep all the interactions with your contacts at one place.
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Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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About Rocketlane

Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.
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Related categories

  • Project Management